All Episodes

EP19 - Interview with A.W. Farrell

EP18 - Foundations of Transition: Strategy into Execution

EP17 - Interview with Steve Baker on Financial Literacy

EP16 - Financial Literacy and Employee Ownership

EP15 - The Right First Question

EP14 - Foundations of Transition- Communication, Culture & Trust

EP13 - What Could Go Wrong?

EP12 - Step-by-Step Guide to an ESOP Transaction

EP11 - The Job That Gets Harder

EP10 - Foundations of Transition- Strategic Direction

EP9 - Interview with Steve Thornton and Eric Harris of Monte Sano Research Corporation

EP8 - How Every Employee Can Create Enterprise Value in an ESOP

EP7 - Understanding Equity Beyond Money: Business, ESOPs, and Ownership

EP6 - Foundations of Transition - Courageous Leadership

EP5 - The Class You Didn’t Know You were Taking: Navigating Business Transitions

EP4 - Interview with Pete Shuler of Blue Ridge Associates

EP3 - Construction Industry Spotlight: Interview with Joe Jones, Audit Partner at Berman Hopkins

EP2 - Foundations of Transition - Intent and Ownership Vision

EP1 - Continuity Through Change

EP38 - Interview with Danny Massey of Expanding ESOP

EP37 - The Gift of an ESOP

EP36 - Ghosts of ESOPs Past, Present, and Future

EP35 - Speaking into the Gap. Ownership Identity, Capability, and the Leader’s Voice

EP34 - Feasibility is not Just a Math Exercise!

EP33 - Common Myths Associated with ESOP Transactions

EP32 - Strategic Planning for the New Year

EP31 - Assurance in Action: What It Means for Your ESOP Journey

EP30 - ESOPs as a Growth Strategy- Interview with Chris Fredericks

EP29 - A View from the Inside: Interview with Kimberly McCourtney of the NCEO

EP28 - Owner’s Voices

EP27 - What is Employee Ownership: Interview with Corey Rosen of the NCEO

EP26 - Employee Ownership Month Special Announcement

EP25 - The Language of ESOPs

EP24 - Accounting for Leveraged ESOP Transactions

EP23 - Makenzie Wirth Interview-Journey to an ESOP Newest Team Member!

EP22 - Astrophysics & ESOPs: A Natural Fit

EP21 - Industry Spotlight: Creative Agencies – The Fraction Collective

EP20 - Where Do I Begin?

EP19 – Great Game of Business Interview-Steve Baker

EP18 - Indiana Jones - Will the ESOP Make A Difference For Your Employees

EP17 Interview with John Burgess What Owners Can Expect After Forming an ESOP

EP16 - Kon Tiki - IRS Subsidy for ESOPs

EP15 - Hines Pool & Spa - ESOP Experience with Andy Hines

EP14 - Behind Enemy Lines - Dealing with the Buy-Side on an ESOP Transaction

EP13 - Third Party Administration for ESOPs - with Tom Roback at Blue Ridge

EP12 - Power Rangers - Roll Up Strategy for ESOPs

EP11 - Sustainability for Contractor ESOPs - Interview With Kevin Birch Regional Manager with CNA Surety

EP10 - Band of Brothers - Employee Centric Cultures For ESOPs

EP9 - ESOPs and The Economy - Interview with Chris Cucci - Climate First Bank

EP8 - Knowing: Warrants and SARs for ESOPs

EP7- ESOP Experience Industrial Supply Company (ISCO) with Jason Ireland, President

EP6 - Mad World of ESOPs - As Transactions Vary

EP5 - Selling an Employee-Owned Company - Discussion with Greg Daugherty ESOP Attorney

EP4 - Casino Royale - Taking Chips Off The Table - Partial ESOPs

EP3 - ESOP Interview with Jeff Forrestall from Forrestall CPAs to discuss ESOP Financing and Tax Planning

EP2 - Meet Joe Black - Death and Taxes - 453a Tax Issue Related to Seller Note and Capital Gains Tax

EP1 - It Takes A - TEAM (Special Message for New Season)

EP33 – ESCA - Interview with Noelle Montano – ESOPs and Washington

EP32 - ESOP Experience with Tactical Rehabilitation Insight from Kevin MacRitchie, CEO and Karen Lyons, CFO On Their Journey To An ESOP

EP31 - Alone Again, Naturally Needing To Consider Leadership For An ESOP

EP30 - Challenges For Mature ESOP Companies

EP29 - Fast and Furious - How Do You Gain Support For Your ESOP

EP 28 - Estate Planning and ESOPs: Interview with Agnes Gregory (Tax Partner) and Justin Stemple (ESOP Attorney)

EP27 - Dirty Rotten Scoundrels - Identifying Roles at the ESOP Conference

EP26 - Interview with an ESOP Trustee - Bryce Lenox out of Cincinnati OH.

EP25 - Pink Panther - The Strangeness of ESOP Negotiation

EP24 - The Power Of Monthly ESOP Communication With Diana Clark

EP23 - Inside Out - Part 2 - Inside Note vs. Outside Note

EP22 - ESOPs for the Construction Industry – interview with Joe Hurt of RLH Construction, a 100 percent ESOP

EP21 - Inside Out: Inside Note Vs. Outside Note - Part 1

EP20 - Corey Rosen with NCEO - An Update on ESOPs

EP19 - Miss Peregrine Home for Peculiar Children-Motivations for an ESOP

EP18 - Dealing with Mature ESOPs, Repurchase Liability, Changes in Economy, and Re-leveraging - Discussion with Renee Jenkins with Holiday Builders

EP17 - Quigley Down Under - Taking the Long Shot - Preparing for a Successful ESOP

EP16 - ESOPs and Private Equity - Discussion with Jason Miller

EP15 - Bridge Over Troubled Water - The Historical Cash Flow and Forecasted Cash Flow Connecting To Your Valuation for an ESOP

EP14 - ESOP Communication - Interview with Diana Clark

EP13 - Randy Macho Man Savage - Bring Down or Take Down Call For An ESOP Transaction

EP12 - ESOP Experience with Nancy Pratt at Frederick Derr & Company - a 100 percent Employee-Owned Company

EP11 - Titanic - Avoiding The Icebergs On Your ESOP

EP10 - ESOP Trustee Interview - Bill Kropkof

EP9 - Tin Cup - ESOPs - The Road Less Travelled

EP8 - ESOP Experience - Interview With Dale Hobbs of Hobbs Madison 100% ESOP

EP7 - Don’t Worry Be Happy - The Holistic ESOP Plan

EP6 - Why EOS Goes Well With ESOPs… EOS Worldwide CEO - Mark O’Donnell

EP5 - Mutiny on the Bounty - Communicating Positively With Key Employees Along Your Journey to An ESOP.

EP4 - EOX - Interview with Steve Storkan - ESOP Education And EOX Mission

EP3 - Jumanji - Reality of Communicating ESOP to Employees

EP2 - ESOP Committees - Interview with employees of ESOP company Smooth Fusion

EP1 - Journey to an ESOP & Beyond - Special Message

EP31 - Christmas Carol - What Does The Ghost of Past, Present, and What is Yet to Come To Consider An ESOP For 2024

EP30 - Shawshank - Financial and Deal Structure - Completing The ESOP Site Visit Presentation

EP29 - Third Party Administration for ESOPs - Session with Scott Freund with Blue Ridge

EP28 - The Giver Part 2 - Continuation of ESOP Site Visit

EP27 - IRS and ESOPs - Allison Wilkerson ESOP Attorney Interview - Discussion on the Recent IRS review of ESOP Tax Schemes

EP26 - The Giver - ESOP Site Visit - Company Overview

EP25 - ESOP Financing - How Do I Get My Money? Interview with Chris Cucci of Climate First Bank

EP24 - Rudy - The Game Plan For The ESOP Site Visit

EP23 - ESOP Experience - Georgia Spa 100% ESOP with founder and CEO - Mark Stevens

EP22 - Mission Impossible 3 - ESOP Feasibility Exploring The Timing of Your ESOP Transaction

EP21 - Buy-Side Business Valuation for an ESOP Transaction - Corley Thomas with HDH Advisors

EP20 - Mission Possible 2 - ESOP Feasibility - Considering the IRS in Your ESOP Plan

EP19 - Building Value in Your Business - Interview with Shawn Busse - CEO of Kinesis

EP18 - Mission Impossible - ESOP Feasibility - What to Consider in Your ESOP Planning

EP17 - Interview with Loren Feldman from the 21 Hats podcast as a special guest to talk about ESOPs

EP16 - Catch Me If You Can - Choosing your ESOP Advisors

EP15 - ESOP Insurance - What Do You Need For Your ESOP transaction? Patrick Dixon with Murray Insurance Associates.

EP14 - Count of Monte Cristo - ESOPs and Management Incentive Plans - Best Practices of Retaining Key People

EP13 - Progressive Flooring and Services, Inc. - Interview with Nino Cervi (CEO and former shareholder) their journey to a 100% ESOP

EP12 - Benjamin Button - Not Getting Any Younger - What Age Should I Be To Start My ESOP?

EP11 - Jim Bonham - President of The ESOP Association - Interview on Current Legislation and Resources

EP10 - Ahhhh…Freak Out! ESOP process - how might one freak out during the process and what can you do about it?

EP9 - EOT (Employee Ownership Trust) vs ESOP Employee Stock Ownership Plans with Chris Michael at EOT Advisors

EP8 - All The President’s Men - When Should You Announce Your ESOP?

EP7 - Story of a New ESOP - Total Solutions Group

EP6 - “Show Me The Money” for an ESOP transaction

EP5 - Secure Act 2.0 - How Does This New Legislation Affect ESOPs - Interview with John Burgess

EP4 - The Greatest Showman - Recruiting Talent for Your ESOP

EP3 - Buy-Side Valuation on ESOP Transaction with Adrian Loud from Censeo

EP2 - Tenet - Conceptualizing Your ESOP

EP1 - Warrants on an ESOP transaction with Will Rodriguez at Vision Point Capital

EP35 - The Grinch - evaluating the ESOP versus a third party buyer for your company

EP34 - Symbiont Services - with Sandy King, President and Owner sold 100 percent to ESOP

EP33 - The Longest Yard - Quarterback for your ESOP - what should you know about this important role?

EP32 - ESCA - interview with Noelle Montano - what they do and how they help ESOPs

EP31 - Oceans 11 - Las Vegas - what questions should I ask at the ESOP conference!

EP30 - Dancing with the DOL - interview with Wayne Isaacks

EP29 - Should I stay or should I go? Stepping into your succession plan using an ESOP

EP28 - NCEO Book Launch: “Ownership: Reinventing Companies, Capitalism, and Who Owns What” - Interview with Corey Rosen

EP27 - Happy Gilmore - ESOP transactions using a hockey stick projection!

EP26 - ESOPs and real estate - interview with Jim LaHam and Justin Knox - tax partners with Berman Hopkins CPA

EP25 - Take this job and shove it - The Great Resignation - How do ESOPs help retain employees?

EP24 - Potential issues for ESOPs during recessionary times with Michael Miller - ESOP Trustee.

EP23 Cruella de Vil - part 3 Making the Best Presentation for your ESOP

EP22 - How does a joint venture affect 409(p) with Cass Hollis - ESOP attorney from Bryan Cave Leighton and Paisner out of Atlanta GA

EP21 - Cruella de Vil - part 2 Making the Best Presentation for your ESOP

EP20 - Considerations for Post-ESOP discussion with Katie Hardin - ESOP accounting/benefits expert with Berman Hopkins.

EP19 - Cruella de Vil Part 1 - Making the Best Presentation for your ESOP - special feature guest "The English ESOP Guy"

EP18 - ESOPs for General Contractors - real life ESOP transaction experience with Joe Hurt, President of RLH Construction

EP17 - FREE Guy meets the ESOP Guy - Recession proofing your business

EP16 - Galaxy Vets - a unique roll up model using ESOP with Emmitt Nantz, COO

EP15 - Dead Poet Society - the critical value of Fostering Creativity in your Company on your journey to an ESOP

EP14 - ESOPs as solutions for Government Contractors with expert Hobie Frady with Warren Averett from Huntsville, AL with discussion on the new SBA ruling for 100 percent ESOPs

EP13 - Young Frankenstein - The Science of Business Valuation for ESOPs (part 4)

EP12 - Underwriting the ESOP loan with Doug Dell from KeyBank

EP11 - Young Frankenstein - The Science of Business Valuation for ESOPs (part 3)

EP10 - Fiduciary Insurance for ESOPs - discussion with Jeff Gelburd with Murray Insurance

EP9 - Young Frankenstein - The Science of Business Valuation for ESOPs (part 2)

EP8 - Jim Bado - Workplace Development - Creating ownership thinking in your ESOP

EP7 - Young Frankenstein - The Science of Business Valuation For ESOPs (part 1)

EP6 - ESOPs from Down Under (Australia) - International Interview with Succession Advisor - Craig West CPA on Psychology of Selling to an ESOP.

EP5 - "The Boss" - transitioning the CEO role in preparation of your ESOP

EP4 - Seller Fiduciary Risk for ESOPs - discussion with Greg Daugherty

EP3 - The tale of two ESOPs

EP 2 - ESOPs for Healthcare entities - discussion with SCJ Fiduciary Services

EP1 - (Season 3) Life of Pi - 2021 Year in Review

EP44 - The challenges of ESOP financing with Jamie Walrack...First American Bank from Chicago, IL

EP43 - Jurassic Park - due diligence on ESOP deals

EP42 - Third Party Administrator's role in the ESOP ...discussion. With Carla Klingler at Blue Ridge and Associates.

EP41 - JAWs - Finding your Blue Ocean Strategy on your journey to an ESOP

EP40 - McFarland - Running on KPIs - How measuring the right numbers can help you on your Journey to an ESOP

EP39 - ESOP board of directors - interview with Richard Cope "how the board can support your ESOP company going to the next level"

EP38 - In The Air Tonight - Right People/Right Seats

EP37 - The Decision to become an ESOP company - a discussion with Todd Knowlton - CEO of Smooth Fusion from Lubbock, Texas.

EP36 - The Lost Boys - The "Cost" of an ESOP transaction

EP35 "An ESOP deal - case study" Discussion with Mike Zeller - ESOP attorney from Moore & Van Allen out of Charlotte, NC.

EP34 - Office Space - An analysis on ESOPs as C-Corps

EP33 - Interview with Greg Daugherty ESOP attorney with Porter Wright from Columbus, OH to discuss the ESOP pre-funded strategy.

EP32 - Tommy Boy - "A reorg"...what does that mean? Trying to get both the 1042 and S-Corp exemption for ESOPs!

EP31 - A Partial ESOP - Experiences from newly formed ESOP company: AOTC - Brian Barnett and Todd McDowell

EP30 - Spiderwick - Skeptics Scowl - myths and misconceptions of ESOPs

EP29 - ESOPs as a solution for wealth inequality - discussion with Thomas Dudley - CEO of Certified EO.

EP28 - Godfather - ESOP plan design - planning for the deal you cannot refuse...

EP27 - Discussion with Darren Gleeman MBO Ventures from New York - "ESOPs and capitalism"

EP26 - A few good men/women - interviewing an ESOP Trustee

EP25 - The Spectrum of Fiduciary for ESOPs - interview with Rick Pearl of Faegre Drinke

EP24 - King Kong - Growth versus Scalability for companies planning an ESOP

EP23 - Essence of Entrepreneurialism to support an ESOP transition and sustainability - Interview with Eleanore Rue from the perspective of a singer/songwriter from Nashville, TN

EP22 - 100 foot Journey - an S-Corp with a side of 1042

EP21 - “Create Amazing” Interview with author Greg Graves, Retired, Chairman and CEO, Burns & McDonnell - ESOP company.

EP20 - Forrest Gump versus John D. Rockefeller - leveraging successful business habits for your ESOP.

EP19 - Discussion with Peter Jones from Tucker Ellis - Value of Independence for ESOPs

EP18 - Lifecycles of ESOPs - discussion with James Urbach - ESOP trustee

EP17 - Perfect Storm - ESOP Tsunami - predicting many more ESOPs over next ten years

EP16 – ESOP Politics – discussion with Renee Lewis from Holland and Knight – Chicago, IL

EP15 - Taken- selecting the right advisor for your ESOP.

EP14 - Why ESOP culture makes a difference! Discussion with Daniel Goldstein from Folience - a portfolio of ESOP companies.

EP13 - You wanted to be a banker - financing your ESOP transaction.

EP12 - Discussion on second stage ESOP transactions with James Bristol and Sean Sullivan with Waller Law Nashville, TN.

EP11 - Pearl Harbor - DOL invasion for an ESOP transaction with redemption versus sale

EP10 - Interview with Nick Francia with UBS regarding the 1042 transaction.

EP9 - Braveheart - Control vs. Non-Control affecting your ESOP transaction.

EP8 - Flexibility of structuring an ESOP for your succession plan. Interview with Pete Profumo at Braden Kitchens, Inc 100% ESOP

EP7 - ESOPs for contractors - discussion with Michael Strahan of KPS Bonds out of San Diego CA.

EP6 - ESOPs for Contractors discussion with Ben Wells - ESOP attorney Cincinnati, OH

EP5 - Titanic vs. The Love Boat - ESOPs for contractors

EP4 - ESOP financing for Government Contractors with Patrick Stoltz at Wintrust Bank

EP3 - Any Given Sunday - Overtime. Competitive Analysis for your company going towards ESOP

EP2 - ESOPs for Rollup companies - discussion with Steve Goodman - ESOP attorney from Louisville, KY

EP1 - Any Given Sunday - Competitive Analysis

EP55 - Medical practices as ESOPs - interview with Richard Glassman - ESOP attorney from Connecticut.

EP54 - Home alone - What are you going to do with your business?

EP53 - Government Contractors as ESOPs - interview with ESOP attorney Andy Watson from Hunstsville, AL

EP52 - Inception Deception - Evaluating your business valuation

EP51 - Interview with Certified EO's CEO - Thomas Dudley from Oakland, CA

EP50 - Fast Car - Emotional Issues Related To Selling Your Business To An ESOP.

EP49 - Interview with Renee Lewis - ESOP attorney with Holland & Knight from Chicago, IL

EP48 - To be or not to be - the choice to be an ESOP internal trustee

EP 47 - Interview with Jim Rolfe (ESOP lender) with CIBC Bank US out of Chicago, IL

EP46 - Family Ties - issues of a family business in relation to an ESOP.

EP45 - Moonstruck - You talking to the owner here!

EP44 - Who is in control of my ESOP - Interview with ESOP trustee - Neil Brozen, Minneapolis, Minnesota

EP43 - Norm! Normalization adjustments for business valuation of ESOPs

EP42 – Interview with Greg Daugherty, ESOP attorney from Columbus OH to discuss 401(k), ESOPs and KSOPs.

EP 41 - What is one thing you would do as President? Strategic Planning for companies going ESOP

EP40 - Interview with Tim Jochim - ESOP Attorney - The Godfather of ESOPs

EP39 - 1042 - set hike - tax play for an ESOP

EP38 - Interview with ESOP company - Southeastern Surveying and Mapping...Brian Garvey - Orlando, FL

EP37 - SAR - a long, long way to run

EP36 - Interview with Andy Daly and Stephen Eide - ESOP attorneys from Minneapolis, MN

EP35 - Bill and Ted - Face The Music of 409(p)

EP34 - Interview with John Burgess - debut of FLCEO new non-profit in Florida to help ESOPs

EP33 - The Accountant - The Need For Accountability

EP32 - Anatomy of an ESOP Transaction - recorded negotiation case study with Miguel Paredes (trustee) and Peter Aliferis (advisor)

EP31 - The Good, The Bad, and The Ugly - Customer Concentration Issues for ESOPs

EP30 - Interview with Jack Veale - Building Ownership Culture

EP29 - The Art of War - Negotiation of an ESOP transaction.

EP28 - Breakfast Club - The Importance of Culture for an ESOP

EP27 - Interview with ESOP attorney Jason Ray from Dallas, TX

EP26 - The Hunger Games - What is the deal with Warrants on ESOP transactions.

EP25 - Interview with Greg Daugherty - ESOP Attorney, Columbus OH

EP24 - IRON MAN - Dealing with Difficult Leadership Decisions for your ESOP

EP23 - Interview with Joseph Sophia - First Financial Bank, Columbus OH

EP22 - Before it Erupts - Kaboom! Working through business volatility

EP21 - Interview with ESOP attorney - David Joffe - partial ESOPs

EP20 - Interview with Miguel Paredes - former DOL supervisor now Trustee Los Angeles CA

EP19 - Bill and Ted's ESOP Adventure - 1+1=4

EP18 - Interview with ESOP business valuation expert - Will Rodriguez - Tampa, FL

EP17 - Risky Business - Focus on risk related to Access to Capital.

EP16 - Interview with Brandon Ernstes ESOP insurance expert with Houchens Insurance, Nashville TN

EP15 - Did Uncle Sam Go Crazy? ESOPs - issues and opportunities related to tax exempt S-corps.

EP14 - Interview with ESOP Trustee - Wayne Isaacks from Houston, TX - discussion on ESOPs during the Covid-19 crisis

EP13 - Interview with Commercial Banker - David Stahl from Hillcrest Bank, Salt Lake City, UT - PPP loan process

Ep12 - Dante's Inferno - Reinventing Your Business Model Through Times of Uncertainty

Ep11 - Interview with Bonding Agent with ESOP experience - Margie Morris from Guignard Company

Ep10 - We The People - "Employees" - Cultivating Talent for your ESOP

Ep9 - Interview with an Orlando ESOP Attorney - Jay Van Heyde

Ep8 - Time in a bottle - Effects on a business valuation

Ep7 - Mt. Everest part 2 - Revenue Planning

Ep6 - Mt. Everest Part 1 - Revenue Planning

Ep5 - Nostradamus - Forecast Financial Information

Ep4 - ESOPportunity - Episode 4

Ep3 - Management Transition Planning - The continuum part 2

Ep2 - Management transition planning - The continuum

Ep1 - Enough Information to be Dangerous